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See our 2023 agenda below


Schedule at a Glance

Wednesday, March 15, 2023

1:00 p.m. – 4:00 p.m.             Credit Union Roundtables

4:00 p.m. – 5:00 p.m.             Expert Tradeshow

5:00 p.m. – 6:30 p.m.             Reception and Networking

Thursday, March 16, 2023

8:00 a.m. – 9:00 a.m.            Breakfast and Tradeshow

9:00 a.m. – 9:45 a.m.             Concurrent Education Sessions

9:45 a.m. – 10:30 a.m.            Expert Tradeshow

10:30 a.m. – 11:15 a.m.           Concurrent Education Sessions

11:15 a.m. – 11:45 a.m.           Expert Tradeshow

11:45 a.m. – 12:30 p.m.         Concurrent Education Sessions

12:30 p.m. – 1:30 p.m.           Lunch and Expert Tradeshow

1:30 p.m. – 2:15 p.m.             Concurrent Education Sessions

2:15 p.m.                                  $400 Cash Raffle Drawing




Wednesday, March 15, 2023



1:00 PM – 4:00 PM

Credit Union Roundtables

4:00 PM – 5:00 PM

Expert Tradeshow

5:00 PM – 6:30 PM

Reception and Networking


Thursday, March 16, 2023


8:00 AM – 9:00 AM

Breakfast and Tradeshow

9:00 AM – 9:45 AM

Education Sessions


Trusted AI for automated, inclusive credit underwriting 


AI and machine learning (ML) are transforming the member experience at credit unions. But too many credit unions shy away from investing in better lending with AI because they’re unsure of this new technology and whether to trust it with their underwriting decisions. They also don’t think they have enough transaction or loan volume to properly train an AI model. Not so. The truth is that you don’t need a ton of in-house data to build a high-performing AI underwriting model.  

In this session, you’ll learn what AI-automated underwriting is and how credit unions of all sizes can use ML to increase the accuracy of your credit models, allowing you to approve more borrowers safely. We will also touch on what kinds of data go into AI/ML credit models and how they’re just as transparent (if not more so) than the models and scorecards you use today. You’ll leave the session with a better understanding of AI-automated underwriting and how it can serve your members. 

Roman Nazarewycz

Account Executive

Zest AI

Speaking the Members Language in a Digital World 


What we can learn from unicorns, dragons, & centaurs  

Jami Jennings will tell you about Unicorns, Dragons and Centaurs, why they are important in the credit union industry, and what you can learn from them that will help you grow your membership and communicate with your members.

Jami Jennings

VP Product Marketing Strategy


9:45 AM – 10:30 AM

Expert Tradeshow

10:30 AM – 11:15 AM

Education Sessions


Does Your Technology Align with your Strategy?


What to know before you evaluate new technology. Learn from an expert in the industry who has helped over 100 CU’s change software over the past 15 years. This interactive session will provide you with the information you need to know about the credit union software industry and how to prepare your team for your next due diligence cycle.

Starla Honea

Senior Vice President of Solutions


The Power of Permissioned Data in Lending 


Permissioned data is detailed, highly descriptive of member’s financial behavior, but requires members to give access. While this data can be broken into known categories like income, debt, and identity, it also includes cash flows, payments, and more. Today, there is an overwhelming amount of permissioned data coming from many different sources. Credit unions must use this data to make better, faster, and fairer decisions in consumer and business lending, but struggle to identify the right data sources, implement the APIs, and use this data to make decisions. Join us for a digestible overview of these data categories, use cases, and best practices from credit unions who are approving and funding more deposit, loan, and credit applications and reaching new members. 

Gopal Swamy

Founder & CEO

Conductiv Inc.

Let’s Get “Phygital”: Seamless Digital and In-Branch Experiences


As our physical and digital worlds collide, what is your credit union’s “Phygital” (physical + digital) strategy?

Most CUs agree that strengthening relationships with their members through both in-branch and digital conversations is not only important but increasingly vital to the success of any credit union. In the process, seamless experiences that transition smoothly between the physical and digital worlds are key.

In this session, Ashish Garg, Founder and CEO of Eltropy, will provide an overview of how a credit union can roll out an effective digital and in-branch communications strategy, including having a baseline of communications technologies like Text, Video Banking, Secure Chat and voice.

Attendees will learn:

  • What a “Phygital” strategy means for a credit union
  • How in-branch and digital conversations can be used seamlessly
  • Why each method of communication is important at different times

Having a “Phygital” strategy is increasingly paramount to the success of any community bank or credit union. Building such a platform in a systematic, secure and compliant way will ensure that members receive a personalized, seamless experience, wherever they are – in-branch, on their phone or on any device.

Ashish Garg

Founder and CEO


11:15 AM – 11:45 PM

Expert Tradeshow

11:45 AM – 12:30 PM

Education Sessions


How to Build Your Data Maturity Action Plan


Becoming data-driven is a priority for most credit unions today, and the reasons are clear: data-driven organizations are 23 times more likely to acquire customers, six times as likely to retain customers, and 19 times as likely to be profitable. To serve today’s digital-first members, most credit unions don’t need convincing about why they need to become data-led – but the how is another story. The data maturity journey is not straightforward, and most credit unions are supervised to discover there isn’t a sequential series of steps or a “right way” to move forward on the journey. Even the phrase “data maturity journey” can be misleading, as it implies a starting and ending point. But the data journey can take many paths, can start at many points, and never truly ends. This presentation will explore the concept of data maturity and some of the main pillars (data management, descriptive analytics, predictive analytics, and prescriptive analytics) that credit unions may encounter on their journey.

James Gukeisen

Senior Manager of Advocacy and Outreach

Trellance, Inc.

What is the Secret Sauce for FinTech Partnerships in an Economic Slowdown?


How can digital customer acquisition, digital asset purchasing programs,innovative product and machine-learning credit models help credit unions in an economic slowdown andhelp manage balance sheet diversification, liquidity, income and member growth? Upgrade will discussthe practical application perspective, provide an overview and key takeaways about partnering withFinTech to complement existing strategies through technology and online consumer lending bestpractices.

Ryan Howard

Financial Institutions Partnerships

Upgrade Inc

A Market Update and Its Effect on Loan/Deposit Pricing


With historic rate increases in 2022 and low liquidity across the country, financial institutions are left with the task of properly pricing their loans and deposits. In this training session, we are going to take a look at an Economic and Market Update where we will review the current economic conditions and the outlook for growth, inflation, and interest rates, as well as Loan/Deposit Pricing . For the first time in over a decade, we must manage both sides of the balance sheet with strong pricing strategies.

Wayne Story

Associate Partner

The Baker Group

12:30 PM – 1:30 PM

Lunch and Expert Tradeshow

1:30 PM – 2:15 PM

Education Sessions

Cybersecurity is NOT a Technical Issue!


In the latest breach reports, between 70-90% of data breaches are insider assisted.  These are not necessarily intentionally assisted breaches but can often be through mistakes or social engineering.  The recent Work From Home trend has increased this trend by as much as 44%.  Beyond user errors, we often see breaches blamed on technical mis-configuration, but was it really was a management decision to not take care of what needed to be done?  What about the decision on how often to apply patches, what tools to bring to bear, or how much to staff InfoSec? Technology can assist in reducing the impacts of our human errors, but will we apply it, configure it, and manage it?  Most home security systems are sold within 2 weeks AFTER a break-in, the remainder were sold with the home initially to prevent the break-in. Which will your CU be?  

Steve Koinm

CISO, Co-Founder & VP Professional Services – CISSP, CCSK

Pure IT

Rising rates. Falling loyalty.  


Many executives have seen liquidity leave their market much faster than they expected. $376B left institutions in Q3 2022 alone, according to the Wall Street Journal. If it hasn’t happened to you, it probably will soon. Are you ready?  

In order to succeed, credit unions have to retain their wallet share — 68% of consumers are less loyal today than pre-Covid, and once they leave, they’re difficult to get back. Consumers today expect compelling rewards and competitive rates. Being able to deliver both profitably is how you will win big.  

Join us for this timely webinar to learn:  

  • Strategies to retain members and grow core deposits.  
  • How a 4% high interest share draft account can have a lower cost of funds than a 3% CD  
  • 5 advantages of reward checking in a rising rate environment 

Greg Wempe

SVP, Sales